Asset Allocation Strategies, LLC
Assets Under Management
$767.4M
Number of Clients
3,883
Number of Advisors
41
Average Client AUM
$198K
AUM per Advisor
$18.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Asset Allocation Strategies, LLC provides investment advisory services to clients on employer-sponsored retirement program accounts or personal investment accounts. They offer discretionary and non-discretionary account management with investment strategies ranging from conservative to aggressive. They also offer financial planning and consulting services to clients and plan sponsors.
Fee Structure
The maximum annual advisory fee is 2% of assets under management, billed quarterly. Financial planning fees range from $500 to $15,000, incorporating an hourly fee element of $350 per hour for complex situations. Hourly charges for advisory services or financial planning are up to $350. Fees are negotiable and tailored to the specific services provided. The firm requires either periodic contributions of at least $500/month or an initial deposit of at least $25,000 to open an account.
Areas of Practice
Location
33335 Grand River, Farmington, MI, 48336